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The Client Experience
An Experience Story
Prudence in Process
Ways To Partner
Retirement Plan Services
Lifestyle & Retirement Plans
Comprehensive Planning
How We Partner
Our Clients
Fee Arrangements
Fee For Service Menu
Why Capital
Meet J. Andy
Connect. Follow.
Knowledge Pantry
BrainCrumb Blog
Partner Login
Partner Login
App Coming Soon
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Fee For Service Menu
Fee For Service
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Flat Fee
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Lifestyle Planning
College Funding Consultation
$
250.00
Fee For Service
,
Fiduciary Advice
,
Flat Fee
Retirement Income Distribution Maximization
$
250.00
Sale!
Fiduciary Advice
,
Retirement Planning
,
Specialists
Employer Retirement Plan Options Consult
$
500.00
$
0.00
Flat Fee
,
Retirement Planning
Retirement Timing Consultation
$
500.00
Sale!
Fee For Service
,
Fiduciary Advice
,
Lifestyle Planning
Budgetary Review & Consult
$
250.00
$
175.00
Sale!
Fiduciary Advice
,
Flat Fee
,
Lifestyle Planning
The “Let’s Begin” Lifestyle / Financial Plan
$
3,500.00
$
2,500.00
Sale!
Fee For Service
,
Legacy Planning
,
Specialists
Estate Planning Document Package
$
4,000.00
$
1,750.00
Fee For Service
,
Flat Fee
Portfolio Reviews
$
250.00
Sale!
Fee For Service
,
Fiduciary Advice
Hourly Consulting
$
325.00
$
200.00
Accessories
,
Technology
Insurances Needs Analysis
$
150.00
Sale!
Fee For Service
,
Fiduciary Advice
,
Flat Fee
Investment & Portfolio Fee Review
$
400.00
$
150.00
Sale!
Fee For Service
,
Fiduciary Advice
,
Retirement Planning
401(k) / 403(b) / Simple IRA Employer Plan Consult
$
150.00
$
50.00
